BSI Tax Factory and Employer UI calculations

I'm sure that this is not a unique issue;

We are trying to manage our Employer UI deductions.

We always want the Employer UI to calculate and deduct from the Employee Live State, being a health system we have a number of times when an employee will go out of state for training etc. When the employees enters their time via Kronos, we override the location in the PR530 with the location the employee was at during that time period.

ex:

> Employee lives/home location is State of Missouri

> Employee spends a week in California in Training

> Employee competes time record with the California Location overriding the home location on the PR530 (for budgeting purpose to record that cost center)

> The end result is that the check contains California UI when there have been no changes other than the PR530 location override.

The result is at the end of the quarter we have to adjust the California UI and move the credit to the Missouri UI

We are looking at BSI and trying to figure out if it is possible to create a custom tax code that we can attach to the PR06 that will calculate the option of selected state indicator on the what-of Tax Locator test set to 2 Return UI for Live State.

Is creating a custom tax code possible or how are other customers managing their Employer UI filings with this type of condition.

We are on Lawson V10 and BSI TF10

Thanks, John

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Comments

campbeke

We are also on V10 and TF10. We were instructed by Infor to do the following. On the PR13.7 select the California location. On the System Assigned Tax Deductions Tab disable California UI. On the User Tax Deductions Tab enable (add) Missouri UI. So then for the California location it will calculate for Missouri only.

0904080826502268.xls

unknown

We do the same process that Kerri Campbell explained.

greg-fahey

If I am understanding the scenario correctly wouldn't you change the remote flag to 1 on the employee's HR11 record through a position action? This would default the employee's state withholding and unemployment to the employee's live address

marty

Like Greg says, we set the remote flag on HR11 for our out of state sales team members.

unknown

These are all great responses and I appreciate your expertise. According to the tax department we need to still take withholding from the State they are training/working in insurances need to stay in the live state so the remote flag would not be the solution according to the tax department. I will go back to the tax department for further clarification.

0712131256598360.doc

unknown

Kerri thanks that is a great solution, the only issue we have is we have no way of knowing from a tax standpoint what employees are going to meet those special conditions at any given time or schedule. Going back to the Tax Department for clarification, let me know if I'm misunderstanding your response. Thanks

greg-fahey

Depending on the length of training (California and New York excluded) in a state outside of their live/work state the employer might not be required to withhold taxes and accumulate taxable wages in the state training was performed in. Your tax department should be able to look up those requirements. If the training is in CA or NY, could the training be performed elsewhere? Seems like it would be an employee dissatisfier

campbeke

We run a query once the time records have been interfaced (PR530). We look for any time record locations that aren't in our main location state. So in your case any location outside of Missouri. Currently right now we manually then go in and update those employees PR13.7 records like I explained before. These steps need to be done before you begin processing payroll. We are in the process to try and automate this.

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